Estimates

Columns

Name	Type	ReadOnly	References	Filterable	Sortable	Description
Id [KEY]	String	True		true	true	The Id of the Estimate.
SyncToken	String	True		false	false	Version number of the object. It is used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented. Attempts to modify an object specifying an older SyncToken fails. Only the latest version of the object is maintained by QuickBooks Online.
MetaData_CreateTime	Datetime	True		true	true	The time the record was created.
MetaData_LastUpdatedTime	Datetime	True		true	true	The time the record was last updated.
CustomFieldAggregate	String	False		false	false	An XML aggregate of custom field information. other:childtable=
DocNumber	String	False		true	true	The reference number for the transaction.
TxnDate	Date	False		true	true	The date when this transaction occurred.
DepartmentRef	String	False	Departments.Id	false	false	The Id of the department, which stores the location of the transaction as defined using location tracking in QuickBooks Online.
DepartmentRef_Name	String	True	Departments.Name	false	false	The name of the department, which stores the location of the transaction as defined using location tracking in QuickBooks Online.
PrivateNote	String	False		false	false	A private note, which will not appear on the transaction records.
TxnStatus	String	False		false	false	The status of the transaction. The allowed values are Accepted, Closed, Pending, Rejected.
LinkedTxnAggregate	String	False		false	false	An XML aggregate of transactions linked to the estimate.
LineAggregate	String	False		false	false	An XML aggregate of line items associated with the transaction. other:childtable=
TxnTaxDetail_TxnTaxCodeRef	String	False	TaxCodes.Id	false	false	The tax code for the transaction.
TxnTaxDetail_TotalTax	String	False		false	false	The total tax calculated for the transaction, excluding any tax lines manually inserted into the transaction line list.
TxnTaxDetail_TaxLineAggregate	String	False		false	false	An XML aggregate of tax line items.
CustomerRef	String	False	Customers.Id	true	false	The Id of the customer.
CustomerRef_Name	String	True	Customers.DisplayName	false	false	The name of the customer.
CustomerMemo	String	False		false	false	A message to the customer, which appears in the invoice and in the printed invoice.
BillAddr_Id	String	False		false	false	The Id of the entity for the billing address, mainly used for modifying the address. This field is assigned by the data service.
BillAddr_Line1	String	False		false	false	First line of the billing address.
BillAddr_Line2	String	False		false	false	Second line of the billing address.
BillAddr_Line3	String	False		false	false	Third line of the billing address.
BillAddr_Line4	String	False		false	false	Fourth line of the billing address.
BillAddr_Line5	String	False		false	false	Fifth line of the billing address.
BillAddr_City	String	False		false	false	City name.
BillAddr_Country	String	False		false	false	Country name.
BillAddr_CountrySubDivisionCode	String	False		false	false	Country region. For example, the state name for the USA or the province name for Canada.
BillAddr_PostalCode	String	False		false	false	Postal code. The zip code for the USA and Canada.
BillAddr_Note	String	False		false	false	Note for the customer.
BillAddr_Lat	String	False		false	false	The latitude coordinate of the geocoded billing address.
BillAddr_Long	String	False		false	false	The longitude coordinate of the geocoded billing address.
ShipAddr_Id	String	False		false	false	The Id of the entity for the shipping address, mainly used for modifying the address. This field is assigned by the data service.
ShipAddr_Line1	String	False		false	false	First line of the shipping address.
ShipAddr_Line2	String	False		false	false	Second line of the shipping address.
ShipAddr_Line3	String	False		false	false	Third line of the shipping address.
ShipAddr_Line4	String	False		false	false	Fourth line of the shipping address.
ShipAddr_Line5	String	False		false	false	Fifth line of the shipping address.
ShipAddr_City	String	False		false	false	City name.
ShipAddr_Country	String	False		false	false	Country name.
ShipAddr_CountrySubDivisionCode	String	False		false	false	Country region. For example, the state name for the USA or the province name for Canada.
ShipAddr_PostalCode	String	False		false	false	Postal code. For example, the zip code for the USA and Canada.
ShipAddr_Note	String	False		false	false	Note for the customer.
ShipAddr_Lat	String	False		false	false	The latitude coordinate of the geocoded shipping address.
ShipAddr_Long	String	False		false	false	The longitude coordinate of the geocoded shipping address.
ClassRef	String	False	Class.Id	true	false	The Id of the class associated with the transaction.
ClassRef_Name	String	True	Class.FullyQualifiedName	false	false	The name of the class associated with the transaction.
SalesTermRef	String	False	Terms.Id	false	false	The Id of the sales terms associated with the transaction.
SalesTermRef_Name	String	True	Terms.Name	false	false	The name of the sales terms associated with the transaction.
DueDate	Date	False		true	false	The due date for the invoice, not including any early payment discount incentives or late payment penalties. If the date is not supplied, the current date on the server is used.
ShipMethodRef	String	False		false	false	The Id of the shipping method associated with the transaction.
ShipMethodRef_Name	String	True		false	false	The name of the shipping method associated with the transaction.
ShipDate	Date	False		false	false	The date for delivery of goods or services.
TrackingNum	String	False		false	false	The tracking number for the shipping provider for the delivery of the goods associated with the transaction.
TotalAmt	Decimal	True		true	true	The total amount of the transaction. This includes the total of all the charges, allowances, and taxes.
PrintStatus	String	False		false	false	The print status of the invoice. The allowed values are NotSet, NeedToPrint, PrintComplete. The default value is NotSet.
EmailStatus	String	False		false	false	The email status of the invoice. The allowed values are NotSet, NeedToSend, EmailSent. The default value is NotSet.
BillEmail_Address	String	False		false	false	The email address where the invoice is sent. If the value of EmailStatus is NeedToSend, BillEmail is a required input.
Balance	Decimal	False		true	true	This column sets whether the transaction is a finance charge.
ExpirationDate	Date	False		false	false	The date when the estimate becomes invalid.
AcceptedBy	String	False		false	false	The name of the customer who accepted the estimate.
AcceptedDate	Date	False		false	false	The date the estimate was accepted.
ApplyTaxAfterDiscount	Boolean	False		false	false	This field sets whether discounts are applied before the tax is calculated.
CurrencyRef	String	False		false	false	The Id of the currency used in the transaction.
CurrencyRef_Name	String	True		false	false	The name of the currency used in the transaction.
ExchangeRate	Decimal	False		false	false	The currency exchange rate. This field is valid only if the company file is set up to use multicurrency feature. In QuickBooks, exchange rates are always recorded as the number of home currency units it takes to equal one foreign currency unit. This field is available for the UK, AU, IN, and CA editions.
GlobalTaxCalculation	String	False		false	false	The method used to apply taxes. This field is valid in the UK, AU, IN, and CA editions. The allowed values are TaxExcluded, TaxInclusive, NotApplicable.
HomeTotalAmt	Decimal	True		false	false	The total amount of the transaction in the home currency. Includes the total of all the charges, allowances, and taxes. This field is valid in the UK, AU, IN, and CA editions.